Grundläggande statistik
| Institutionella ägare | 1001 total, 995 long only, 2 short only, 4 long/short - change of −0,10% MRQ |
| Genomsnittlig portföljallokering | 0.3093 % - change of −7,17% MRQ |
| Institutionella aktier (lång) | 31 786 095 (ex 13D/G) - change of −0,47MM shares −1,45% MRQ |
| Institutionellt värde (lång) | $ 8 691 502 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares Russell 2000 Growth ETF (US:IWO) har 1001 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 31,800,603 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Morgan Stanley, Barings Llc, Tiaa Trust, National Association, Envestnet Asset Management Inc, Cassaday & Co Wealth Management LLC, Wells Fargo & Company/mn, Pnc Financial Services Group, Inc., FOCSX - Fidelity Small Cap Growth K6 Fund, and Jpmorgan Chase & Co .
iShares Trust - iShares Russell 2000 Growth ETF (ARCA:IWO) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 19, 2025 is 322,41 / share. Previously, on September 23, 2024, the share price was 282,78 / share. This represents an increase of 14,01% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
AI+ Ask Fintel’s AI assistant about iShares Trust - iShares Russell 2000 Growth ETF.
Thinking of good questions…
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
för att låsa upp premiumdata och exportera till Excel 
.
Important Note
In an effort to reduce load times for our mobile users, we are testing some ways to deliver lighter pages.
In this first test, we will deliver only the most recent 750 transactions (out of 1192 for this stock). If you are interested in loading *all* the transactions for this company, click the "load all" button below. This is just a test and if you don't like it, please let us know by submitting some gentle feedback via the link at the bottom of this page.
Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 4 733 | 2,98 | 1 353 | 15,16 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 1 560 | 0,00 | 446 | 11,81 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 2 527 | 0,08 | 676 | −6,37 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 1 555 | 0,00 | 445 | 11,84 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 3 434 | 1,57 | 982 | 13,67 | ||||
| 2025-06-26 | NP | TCAAX - Thrivent Moderately Conservative Allocation Fund Class A | 443 | 112 | ||||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 2 181 | 1 | ||||||
| 2025-08-13 | 13F | Sepio Capital, LP | 2 287 | 0,00 | 654 | 11,82 | ||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 4 776 | 1 365 | ||||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 1 179 | 0,00 | 337 | 11,96 | ||||
| 2025-05-07 | 13F | Summit Creek Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 252 181 | −2,12 | 72 088 | 9,50 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 1 208 | 0,08 | 345 | 12,01 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 7 100 | −21,11 | 2 030 | −11,74 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 1 694 | 0,00 | 484 | 12,04 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 10 609 | 6,69 | 3 033 | 19,37 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 741 | −3,14 | 212 | 8,21 | ||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 80 | 0,00 | 23 | 10,00 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 396 | 0,00 | 113 | 11,88 | ||||
| 2025-05-15 | 13F | Putnam Fl Investment Management Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Macquarie Group Ltd | 24 897 | −17,19 | 7 117 | −7,37 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2 318 | −18,38 | 1 | |||||
| 2025-08-26 | NP | Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II | 6 807 | −51,67 | 1 946 | −45,94 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 1 296 | 0,00 | 371 | 11,78 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 243 253 | −8,81 | 69 536 | 2,02 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 8 240 | 0,00 | 2 355 | 11,88 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 800 | 0,00 | 229 | 11,76 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1 330 | 0,00 | 380 | 12,09 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 56 | 0,00 | 14 | −12,50 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 110 | 0,00 | 31 | 10,71 | ||||
| 2025-08-14 | 13F | Fuller & Thaler Asset Management, Inc. | 37 470 | −54,51 | 10 711 | −49,11 | ||||
| 2025-04-11 | 13F | Procyon Private Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 1 762 | 0,00 | 504 | 11,78 | ||||
| 2025-07-23 | 13F | Foundation Wealth Management, LLC | 20 000 | 21,93 | 5 716 | 36,42 | ||||
| 2025-08-06 | 13F | Marco Investment Management Llc | 945 | 0,00 | 270 | 12,03 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 1 533 | −0,58 | 438 | 11,17 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 38 385 | −3,35 | 10 977 | 8,16 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 181 980 | 0,65 | 53 147 | 15,03 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 993 | 0,00 | 284 | 11,86 | ||||
| 2025-07-30 | 13F | Klingenstein Fields & Co Lp | 1 335 | 0,00 | 382 | 11,73 | ||||
| 2025-04-11 | 13F | Seacrest Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 1 152 | 46,38 | 329 | 63,68 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 731 | 209 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 9 347 | 16,04 | 2 672 | 29,83 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 502 | −5,46 | 144 | 5,93 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 6 500 | −1,52 | 1 858 | 10,20 | |||
| 2025-05-07 | 13F | Pin Oak Investment Advisors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Baxter Bros Inc | 900 | 0,00 | 257 | 12,23 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 88 | 0,00 | 25 | 13,64 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 175 | 0,00 | 51 | 11,11 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 4 600 | 109,09 | 1 315 | 133,81 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 5 158 | −91,29 | 1 474 | −90,26 | ||||
| 2025-04-25 | 13F | Sovran Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 63 | 0 | ||||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 2 314 | −1,74 | 661 | 9,98 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 12 918 | −28,18 | 4 | −25,00 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 605 | 4,85 | 173 | 17,01 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 122 | 6,09 | 35 | 17,24 | ||||
| 2025-08-07 | 13F | Future Fund LLC | 18 311 | 5 234 | ||||||
| 2025-08-04 | 13F | Spinnaker Trust | 965 | 0,00 | 276 | 11,79 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 3 059 | 0,53 | 874 | 12,48 | ||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 860 | −10,42 | 220 | −9,50 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 2 050 | −20,11 | 524 | −29,13 | ||||
| 2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-05-22 | NP | SSETX - BNY Mellon Small Cap Growth Fund Class I | 771 | 18,43 | 197 | 5,91 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 537 | 0,00 | 154 | 11,68 | ||||
| 2025-07-11 | 13F | Eagle Bay Advisors LLC | 1 388 | 0,00 | 397 | 11,86 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 95 | 0,00 | 27 | 12,50 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 3 902 | −0,05 | 1 115 | 11,84 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 1 073 | −30,60 | 307 | −22,53 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 12 530 | −5,67 | 3 583 | 5,57 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 48 | 0,00 | 14 | 8,33 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 20 | 122,22 | 5 | 150,00 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 14 082 | −0,68 | 4 025 | 11,10 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 37 303 | 4,79 | 10 663 | 17,23 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 9 346 | −7,03 | 2 672 | 4,01 | ||||
| 2025-04-14 | 13F | Bank of New Hampshire | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 1 143 | 327 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 37 944 | −8,79 | 10 847 | 2,04 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 4 731 | −0,50 | 1 353 | 11,28 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 1 288 | −49,82 | 368 | −43,90 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 1 301 | −20,14 | 372 | −10,58 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 370 | 0,00 | 106 | 11,70 | ||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Roanoke Asset Management Corp/ Ny | 839 | 0,00 | 0 | |||||
| 2025-07-18 | 13F | First Pacific Financial | 65 | 19 | ||||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 8 984 | −0,01 | 2 568 | 11,90 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 1 231 | −0,40 | 352 | 11,43 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 4 367 | −70,21 | 1 248 | −66,68 | ||||
| 2025-08-08 | 13F | Creative Planning | 176 494 | −1,25 | 50 452 | 10,47 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 1 008 | −63,92 | 288 | −64,18 | ||||
| 2025-08-11 | 13F | Somerset Group LLC | 7 040 | 0,00 | 2 012 | 11,90 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 6 225 | −0,81 | 1 779 | 10,98 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 7 207 | −6,39 | 2 060 | 4,73 | ||||
| 2025-05-15 | 13F | Grayhawk Investment Strategies Inc. | 2 044 | −22,69 | 522 | −31,32 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 6 603 | 0,00 | 1 888 | 11,86 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 570 | 0,00 | 163 | 11,72 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 7 203 | −0,04 | 2 059 | 11,84 | ||||
| 2025-04-22 | 13F | Gpwm Llc | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F/A | Symmetry Investments LP | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 1 013 | −24,91 | 290 | −15,99 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 930 | 18,47 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 487 785 | −4,88 | 139 | 6,11 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 426 | 0,00 | 122 | 12,04 | ||||
| 2025-08-04 | 13F | AdvisorShares Investments LLC | 7 400 | 2 115 | ||||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 1 486 | 20,71 | 425 | 35,03 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 935 | 0,00 | 267 | 12,18 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 3 497 | −6,87 | 1 000 | 4,28 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3 401 | 4,68 | 1 | |||||
| 2025-06-26 | NP | TAAAX - Thrivent Aggressive Allocation Fund Class A | 4 328 | 1 097 | ||||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 1 714 | 0,00 | 490 | 11,90 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 1 086 | 16,52 | 310 | 30,25 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 900 | 0,00 | 257 | 12,23 | ||||
| 2025-05-05 | 13F | Hazlett, Burt & Watson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Bensler, LLC | 2 437 | 0,04 | 697 | 11,90 | ||||
| 2025-07-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 3 847 | 0,00 | 983 | 0,00 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 8 318 | 0,39 | 2 378 | 12,28 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 883 | −0,79 | 252 | 11,01 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 25 | 0,00 | 7 | 16,67 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 56 327 | −7,61 | 16 102 | 3,35 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 2 566 | 0,12 | 1 | |||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 2 674 | −3,22 | 764 | 8,37 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 1 840 | 0,00 | 526 | 11,70 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 43 | 0,00 | 12 | 20,00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 2 269 | 0,89 | 649 | 12,89 | ||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 3 786 | −1,64 | 1 082 | 10,07 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 33 | −58,75 | 9 | −55,00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 3 603 | 1,29 | 1 030 | 13,33 | ||||
| 2025-04-23 | 13F | Bluesphere Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | City Holding Co | 80 | 0,00 | 23 | 10,00 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 3 639 | 0,00 | 1 040 | 11,95 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 7 064 | 637,37 | 2 019 | 727,46 | ||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-16 | 13F | Fred Alger Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 362 | 25,88 | 389 | 40,94 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 737 | 0,14 | 211 | 11,70 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 49 | 0,00 | 14 | 16,67 | ||||
| 2025-05-09 | 13F | Briaud Financial Planning, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 1 175 | −6,00 | 336 | 5,02 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 4 947 | −16,45 | 1 414 | −6,48 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 2 902 | −2,72 | 830 | 8,79 | ||||
| 2025-05-05 | 13F | GW&K Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 153 | 0,00 | 44 | 10,26 | ||||
| 2025-08-13 | 13F | Loomis Sayles & Co L P | 674 | 0,00 | 193 | |||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 944 | 270 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 32 | 9 | ||||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 2 028 | 11,55 | 580 | 24,78 | ||||
| 2025-08-14 | 13F | Nicholas Investment Partners, LP | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 82 420 | 1,80 | 23 561 | 13,89 | ||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-14 | 13F | Clarkston Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Diversified Trust Co | 3 607 | −1,10 | 1 031 | 10,74 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 54 104 | 10,40 | 15 466 | 23,50 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 1 | 0 | ||||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 8 580 | −0,27 | 2 453 | 11,56 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Parvin Asset Management, LLC | 150 | 0,00 | 43 | 10,53 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 99 | 153,85 | 28 | 211,11 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 1 498 | 0,00 | 428 | 12,04 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 607 024 | −6,26 | 173 524 | 4,87 | ||||
| 2025-08-14 | 13F | Family Management Corp | 411 | −12,74 | 117 | −2,50 | ||||
| 2025-07-07 | 13F | Lwm Advisors Inc | 21 860 | −1,31 | 6 249 | 7,80 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 4 416 | −0,11 | 1 | 0,00 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 30 | 0,00 | 9 | 14,29 | ||||
| 2025-08-08 | 13F | Pacific Life Fund Advisors LLC | 81 647 | −16,78 | 23 340 | −6,90 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 3 886 | 0,78 | 1 111 | 12,69 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 821 | 0,12 | 235 | 11,96 | ||||
| 2025-06-25 | NP | SASMX - ClearBridge Small Cap Growth Fund Class A This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-06-25 | NP | WFGDX - Wells Fargo Emerging Growth Fund Administrator Class | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 5 389 | −4,37 | 1 540 | 7,02 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 15 363 | −47,51 | 4 458 | −40,41 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 47 387 | 3,82 | 13 546 | 16,14 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1 870 | 154,08 | 533 | 181,48 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 5 869 | −17,15 | 2 | 0,00 | ||||
| 2025-04-21 | 13F | L.m. Kohn & Company | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 1 688 | 0,00 | 482 | 11,83 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 1 000 | −16,32 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 13 | 0,00 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 612 | −11,18 | 175 | −1,14 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 1 471 | 0,68 | 441 | 18,28 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 14 | 0,00 | 4 | 33,33 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 128 158 | −1,96 | 36 635 | 9,68 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 1 164 | 0,00 | 333 | 11,78 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 1 000 | 286 | ||||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 1 355 | 0,00 | 387 | 11,85 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 430 | 123 | ||||||
| 2025-07-17 | 13F | Moody Lynn & Lieberson, Llc | 10 299 | −4,63 | 2 944 | 6,71 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 46 364 | 4,09 | 13 254 | 16,45 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1 535 | 0,00 | 392 | −11,11 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 700 | −15,05 | 200 | −4,76 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 11 467 | 0,00 | 3 278 | 11,84 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 884 | −70,38 | 253 | −66,93 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 4 397 | 0,05 | 1 257 | 11,94 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 525 482 | 0,90 | 150 214 | 12,87 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 52 | −98,74 | 15 | −98,67 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 2 299 | −0,22 | 657 | 11,73 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 93 | 0,00 | 27 | 13,04 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 200 | 0,00 | 57 | 11,76 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 1 218 | 0,16 | 348 | 12,26 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 335 394 | −11,18 | 95 875 | −0,64 | ||||
| 2025-05-19 | 13F | Ubs Asset Management Americas Inc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 6 751 | −49,55 | 1 930 | −43,58 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 1 104 | −39,44 | 316 | −32,26 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 243 212 | −38,77 | 69 509 | −31,51 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 368 870 | −23,48 | 105 445 | −14,40 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 303 | 0,00 | 88 | 12,99 | ||||
| 2025-05-15 | 13F | Schonfeld Strategic Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Benjamin Edwards Inc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Copia Wealth Management | 2 798 | 3,32 | 800 | 15,63 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 1 363 | 0,00 | 390 | 11,78 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 3 316 | −7,24 | 948 | 3,83 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 73 | 121,21 | 21 | 150,00 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 4 262 | −4,27 | 1 218 | 7,12 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 987 | 0,00 | 282 | 11,90 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 1 202 | 0,00 | 352 | 22,22 | ||||
| 2025-04-18 | 13F | Colorado Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 24 586 | 12,05 | 7 023 | 25,25 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 32 807 | 16,52 | 9 378 | 30,36 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 246 | 0,00 | 70 | 12,90 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | POBAX - Aristotle Portfolio Optimization Moderate Conservative Fund Class A | 3 352 | −6,73 | 958 | 4,36 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 10 343 | 0,29 | 2 957 | 12,18 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 775 | 222 | ||||||
| 2025-07-11 | 13F | Luts & Greenleigh Group, Inc | 7 088 | 17,70 | 2 026 | 31,73 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 2 315 | 662 | ||||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 3 763 | 75,19 | 1 076 | 96,17 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 5 276 | −2,13 | 1 508 | 9,51 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 13 179 | −0,89 | 3 767 | 10,86 | ||||
| 2025-07-15 | 13F | Yarbrough Capital, LLC | 96 015 | 27 447 | ||||||
| 2025-08-08 | 13F | Renasant Bank | 4 016 | −2,60 | 1 148 | 9,02 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 2 075 | −12,63 | 593 | −2,15 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 708 | −59,82 | 202 | −55,11 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 3 269 | −2,07 | 934 | 9,62 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 1 562 | 6,33 | 447 | 18,93 | ||||
| 2025-04-10 | 13F | SMI Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Austin Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 1 340 | 0,00 | 383 | 11,99 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 7 855 | −7,10 | 2 246 | 3,94 | ||||
| 2025-08-14 | 13F | Fayez Sarofim & Co | 1 314 | 0,00 | 376 | 11,94 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 52 | 0,00 | 15 | 7,69 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 787 | −0,51 | 225 | 10,89 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 514 | 0,19 | 147 | 11,45 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 3 745 | −3,50 | 1 071 | 7,97 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 360 | 0,00 | 103 | 3,03 | ||||
| 2025-08-07 | 13F | Axiom International Investors Llc /de | 18 600 | −34,74 | 5 317 | −27,00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 1 962 | 1,29 | 561 | 13,13 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 456 | 0,00 | 130 | 12,07 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 1 042 | −76,06 | 297 | −73,29 | ||||
| 2025-05-07 | 13F | Portland Global Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 2 | 0,00 | 1 | |||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 339 | 84,24 | 0 | |||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 11 689 | 0,01 | 3 341 | 11,89 | ||||
| 2025-08-11 | 13F | Lighthouse Financial LLC | 5 610 | −5,87 | 1 604 | 5,32 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 145 291 | −21,63 | 41 533 | −12,32 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 1 086 | 0,00 | 310 | 11,91 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 65 | −54,23 | 19 | −55,00 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 1 706 | −33,23 | 488 | −25,31 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 51 | 0,00 | 0 | −100,00 | ||||
| 2025-04-30 | 13F | Mjp Associates Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 14 218 | −2,64 | 4 064 | 8,93 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 13 618 | −0,53 | 3 893 | 11,29 | ||||
| 2025-06-26 | NP | FOCSX - Fidelity Small Cap Growth K6 Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 576 635 | 12,51 | 146 206 | −3,92 | ||||
| 2025-07-11 | 13F | Bell Bank | 2 709 | −3,90 | 774 | 7,50 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 80 669 | −4,69 | 23 060 | 6,62 | ||||
| 2025-08-12 | 13F | Main Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 16 273 | −27,22 | 5 | −20,00 | ||||
| 2025-05-13 | 13F | Standard Family Office LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Plancorp, LLC | 1 953 | −0,15 | 558 | 11,82 | ||||
| 2025-07-31 | 13F | First Business Financial Services, Inc. | 3 132 | 0,00 | 895 | 11,88 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 755 | 223 | ||||||
| 2025-05-07 | 13F | First Heartland Consultants, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 214 442 | 2,72 | 61 301 | 14,91 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 1 254 | −0,48 | 358 | 11,53 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 2 247 | −7,15 | 642 | 3,88 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 737 | −49,07 | 211 | −43,09 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 2 486 | −10,45 | 711 | 0,14 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 23 400 | −6,05 | 5 979 | −16,59 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 1 027 | 0,00 | 0 | |||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 1 452 | 0,14 | 415 | 11,89 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 3 027 | 0,03 | 865 | 11,90 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 32 658 | 0,00 | 9 336 | 11,86 | ||||
| 2025-07-09 | 13F | Finley Financial, LLC | 14 195 | 0,00 | 4 058 | 12,07 | ||||
| 2025-08-08 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 7 122 | −0,29 | 2 036 | 11,51 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 1 331 | 2,86 | 380 | 15,15 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 1 056 | −75,00 | 302 | −72,10 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 2 918 | 0,00 | 746 | 0,00 | ||||
| 2025-08-12 | 13F | Eisler Capital Management Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 20 001 | −1,25 | 5 718 | 10,47 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 2 607 | −41,91 | 745 | −34,99 | ||||
| 2025-07-15 | 13F | Kopp Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 235 | −34,72 | 67 | −26,37 | ||||
| 2025-08-26 | NP | QLMSIX - ClearBridge Variable Small Cap Growth Portfolio Class I This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10 100 | −32,21 | 2 887 | −24,17 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 772 | 221 | ||||||
| 2025-08-08 | 13F | Glassman Wealth Services | 33 | 0,00 | 9 | 12,50 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 69 157 | −10,28 | 19 775 | 0,37 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 3 675 | −4,64 | 1 051 | 6,71 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 5 971 | −0,12 | 1 707 | 11,72 | ||||
| 2025-05-30 | NP | HHCAX - Highland Long/Short Healthcare Fund Class A | Short | −2 924 | −747 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 7 779 | 2,82 | 2 224 | 15,00 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 272 | −5,23 | 78 | 5,48 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 1 218 | 348 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 509 | 4 141,67 | 146 | 4 733,33 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1 394 | 0,00 | 398 | 11,80 | ||||
| 2025-04-30 | 13F | BCJ Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 75 658 | −2,33 | 21 628 | 9,27 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 129 750 | 4,75 | 36 995 | 17,98 | ||||
| 2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 997 | −29,89 | 285 | −21,49 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 2 332 | 0,00 | 667 | 11,93 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 245 | 0,00 | 71 | 14,52 | ||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 1 323 | −5,63 | 378 | 5,59 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 786 | 225 | ||||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 498 | −37,98 | 0 | |||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 2 144 | 5,25 | 613 | 17,69 | ||||
| 2025-07-02 | 13F | InvesTrust | 18 605 | −0,03 | 5 318 | 11,84 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 1 259 | 0,00 | 360 | 11,84 | ||||
| 2025-07-29 | NP | JSJIX - Small Cap Growth Fund Class NAV | 26 900 | −5,61 | 7 253 | −8,06 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 1 260 | −1,18 | 360 | 10,77 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 10 076 | −5,58 | 2 880 | 5,65 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 1 864 | 0,00 | 533 | 11,76 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 366 505 | −6,64 | 104 769 | 4,44 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 3 434 | −3,92 | 982 | −4,57 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 13 294 | −8,22 | 3 800 | 2,67 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 53 527 | 6,87 | 15 301 | 24,24 | ||||
| 2025-08-12 | 13F | Team Hewins, LLC | 27 910 | 7,73 | 7 978 | 20,53 | ||||
| 2025-05-12 | 13F | Ameritas Investment Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 6 218 | −1,89 | 1 777 | 14,06 | ||||
| 2025-05-15 | 13F | Oberweis Asset Management Inc/ | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Alerus Financial Na | 9 | 3 | ||||||
| 2025-04-14 | 13F | NewSquare Capital LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-07 | 13F | LBJ Family Wealth Advisors, Ltd. | 25 864 | 0,03 | 7 | 16,67 | ||||
| 2025-08-08 | 13F | First Western Trust Bank | 1 142 | −1,64 | 326 | 10,14 | ||||
| 2025-08-14 | 13F | State Street Corp | 296 866 | 84 862 | ||||||
| 2025-08-07 | 13F | BHK Investment Advisors, LLC | 1 159 | 13,18 | 331 | 26,82 | ||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 51 | 15 | ||||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Arlington Trust Co LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 985 | 0,00 | 282 | 11,95 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 20 | −50,00 | 6 | −50,00 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 872 | 0,00 | 249 | 12,16 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 10 399 | −5,27 | 2 973 | 5,99 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 64 | 0,00 | 18 | 12,50 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 750 | 214 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 1 520 | 2,29 | 435 | 14,51 | ||||
| 2025-08-15 | 13F | Lgl Partners, Llc | 12 074 | 13,25 | 3 514 | 29,00 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 763 | 218 | ||||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 183 | 0,00 | 0 | |||||
| 2025-07-09 | 13F | Triumph Capital Management | 1 099 | 0,55 | 314 | 12,54 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 427 | −6,97 | 122 | 4,27 | ||||
| 2025-08-28 | NP | New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES | 893 | 100,22 | 255 | 125,66 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 217 719 | 62 237 | ||||||
| 2025-08-28 | NP | POCEX - Aristotle Portfolio Optimization Aggressive Growth Fund Class C | 33 267 | −3,18 | 9 510 | 8,32 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 46 092 | 1,66 | 13 176 | 13,72 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 8 049 | 5,84 | 2 057 | −8,95 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 125 | 36 | ||||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 21 500 | −4,21 | 6 146 | 7,15 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 3 440 | 2,93 | 983 | 15,24 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 383 | −1,29 | 109 | 10,10 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 0 | −100,00 | 0 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 982 | −23,88 | 281 | −24,53 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-06-26 | NP | SPEDX - Alger Dynamic Opportunities Fund Class A | Short | −11 584 | −2 937 | |||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 170 | 0,00 | 49 | 11,63 | ||||
| 2025-08-25 | NP | QPX - AdvisorShares Q Dynamic Growth ETF | 7 400 | 1 272,91 | 2 115 | 1 526,92 | ||||
| 2025-08-01 | 13F | Twin Lakes Capital Management, LLC | 26 | 0,00 | 7 | 16,67 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 37 | 0,00 | 11 | 11,11 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 8 | −11,11 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 090 | −5,13 | 312 | 6,14 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 3 912 | 0,00 | 1 118 | 11,91 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 2 238 | −13,26 | 640 | −3,03 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 88 | 0,00 | 25 | 13,64 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 9 181 | 13,39 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 1 618 | 0,00 | 463 | 11,86 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 38 376 | 15,57 | 11 | 25,00 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 1 795 | 0,00 | 513 | 12,01 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 3 159 | 0,00 | 903 | 11,90 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 66 | 19 | ||||||
| 2025-04-23 | 13F | Nvest Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 11 160 | 6,41 | 3 190 | 19,07 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 1 326 | 3,67 | 379 | 16,26 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 1 992 | −2,31 | 509 | −13,14 | ||||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 3 893 | 1 113 | ||||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 18 694 | −19,44 | 5 344 | −9,88 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 1 386 | 31,00 | 396 | 46,67 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 68 | 0,00 | 19 | 11,76 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 577 | 11,32 | 737 | 24,53 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 1 220 | 2,43 | 349 | 14,47 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 636 | 0,43 | 468 | 12,26 | ||||
| 2025-08-14 | 13F | Bishop & Co Investment Management, LLC | 16 994 | −0,05 | 4 858 | 11,81 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 5 992 | −1,40 | 1 713 | 10,31 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 36 | 0,00 | 10 | 11,11 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 21 525 | 4,03 | 6 153 | 16,38 | ||||
| 2025-07-25 | 13F | Oak Ridge Investments Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Boston Family Office Llc | 4 441 | −3,48 | 1 | 0,00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 059 | 0,38 | 303 | 12,27 | ||||
| 2025-08-13 | 13F | Nbw Capital Llc | 21 882 | −1,98 | 6 255 | 9,66 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 2 866 | 3,20 | 819 | 15,51 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 20 811 | −8,83 | 5 949 | 2,01 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 1 552 | 0,00 | 444 | 11,87 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 8 602 | −0,50 | 2 459 | 11,27 | ||||
| 2025-06-24 | NP | ESCKX - 1290 Essex Small Cap Growth Fund Class R | 2 841 | 93,13 | 720 | 74,76 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 17 | −74,24 | 5 | −68,75 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 2 665 | −2,88 | 762 | 8,56 | ||||
| 2025-08-12 | 13F | Essex Investment Management Co Llc | 974 | −34,45 | 278 | −26,65 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | 1 640 | −65,11 | 469 | −61,00 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 316 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 4 642 | −2,34 | 1 327 | 9,31 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Clientfirst Wealth Management, LLC | 841 | 0,00 | 240 | 12,15 | ||||
| 2025-04-23 | 13F | SOL Capital Management CO | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 97 475 | −3,48 | 29 665 | 14,95 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Put | 15 300 | −25,37 | 4 374 | −16,51 | |||
| 2025-07-30 | 13F | TFB Advisors LLC | 809 | −0,37 | 231 | 11,59 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1 822 | −7,51 | 521 | 3,38 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 1 033 | −1,43 | 295 | 10,49 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 15 979 | −2,56 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | Erickson Financial Group, LLC | 26 599 | −24,29 | 7 604 | −15,31 | ||||
| 2025-07-29 | 13F | William Blair Investment Management, Llc | 46 481 | −5,90 | 13 287 | 5,28 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 10 333 | −9,50 | 2 954 | 1,23 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 1 067 | 0,00 | 305 | 12,13 | ||||
| 2025-07-29 | 13F | LMG Wealth Partners, LLC | 44 672 | −0,31 | 12 770 | 11,52 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 41 350 | 219,18 | 11 820 | 257,10 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 101 692 | 0,40 | 29 070 | 12,31 | ||||
| 2025-05-13 | 13F | Neuberger Berman Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 4 560 | 0,00 | 1 304 | 10,99 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 48 040 | −2,44 | 13 733 | 9,14 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 790 | 0,00 | 226 | 11,94 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 813 | −54,63 | 232 | −53,88 | ||||
| 2025-07-31 | 13F | City State Bank | 300 | 0,00 | 86 | 11,84 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 2 861 | 0,00 | 818 | 11,76 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 5 549 | −73,15 | 1 586 | −69,96 | ||||
| 2025-07-18 | 13F | McGuire Investment Group, LLC | 1 754 | 5,79 | 501 | 18,44 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 3 408 | 12,59 | 968 | 24,13 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 3 239 | −0,25 | 926 | 11,58 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 25 | 0,00 | 7 | 16,67 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 2 602 | 0,00 | 744 | 11,56 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 76 662 | 26,54 | 21 915 | 41,55 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 871 | 249 | ||||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 3 342 | −0,18 | 955 | 11,70 | ||||
| 2025-05-15 | 13F | Df Dent & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 52 | 0,00 | 15 | 7,69 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 9 823 | 8,71 | 2 808 | 21,62 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 8 516 | −0,87 | 2 434 | 10,89 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 1 133 | 0,09 | 324 | 11,76 | ||||
| 2025-07-25 | 13F | Carbahal Olsen Financial Services Group, LLC | 14 779 | 0,07 | 4 220 | 11,82 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 113 | 32 | ||||||
| 2025-08-12 | 13F | MWA Asset Management | 4 793 | −18,25 | 1 370 | −8,54 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 9 416 | 61,95 | 2 692 | 81,21 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 726 | 208 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 100 | −13,04 | 29 | −3,45 | ||||
| 2025-08-14 | 13F | Legato Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 1 676 | 0,72 | 479 | 12,71 | ||||
| 2025-05-15 | 13F | Granahan Investment Management Inc/ma | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Ingalls & Snyder Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 477 | −10,34 | 136 | 0,74 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 24 921 | −12,83 | 7 124 | −2,49 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 1 718 | 0,00 | 501 | 20,19 | ||||
| 2025-07-25 | 13F | Pegasus Asset Management, Inc. | 1 357 | 0,00 | 388 | 11,85 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 1 | 0 | ||||||
| 2025-07-16 | 13F | PFS Partners, LLC | 81 | 0,00 | 23 | 15,00 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 853 | 0,00 | 244 | 11,98 | ||||
| 2025-05-01 | 13F | Cardinal Strategic Wealth Guidance | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Trexquant Investment LP | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 782 | 224 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 133 735 | −8,70 | 38 179 | 2,00 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | F/M Investments LLC | 2 254 | 0,00 | 644 | 12,00 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 1 690 | −9,63 | 483 | 1,26 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 1 019 | 0,00 | 291 | 11,92 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 20 968 | 3,86 | 5 994 | 16,19 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 134 | 10,74 | 34 | 9,68 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 55 291 | 68,12 | 15 805 | 88,09 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 56 | −50,88 | 16 | −44,83 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 54 | −55,37 | 15 | −55,88 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 5 288 | −3,94 | 1 512 | 7,47 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 818 | 0,00 | 234 | 11,48 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 43 | 0,00 | 12 | 20,00 | ||||
| 2025-08-13 | 13F | Healthcare Of Ontario Pension Plan Trust Fund | 81 000 | 0,00 | 23 155 | 11,87 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 18 863 | 2,17 | 5 392 | 14,31 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 800 | 0,00 | 229 | 11,76 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 2 696 | −0,37 | 1 | |||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 156 | 0,65 | 44 | 12,82 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 20 555 | −21,48 | 5 876 | −12,17 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 1 054 | 0,00 | 301 | 11,90 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 829 | 237 | ||||||
| 2025-08-14 | 13F | BancorpSouth Bank | 3 222 | −0,15 | 921 | 11,77 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 15 216 | −4,01 | 4 350 | 7,38 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 852 | −5,86 | 244 | 5,19 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 1 172 | 0,00 | 335 | 12,04 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 23 263 | −6,05 | 6 650 | 5,11 | ||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 759 | 217 | ||||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 1 737 | 0,00 | 497 | 11,96 | ||||
| 2025-07-30 | 13F | Greatmark Investment Partners, Inc. | 917 | 0,00 | 262 | 11,97 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 801 | 22,66 | 229 | 37,35 | ||||
| 2025-07-24 | 13F | Acima Private Wealth, Llc | 3 170 | 0,00 | 906 | 11,85 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 780 | 0,00 | 223 | 11,56 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 68 292 | −0,05 | 19 522 | 11,81 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 6 417 | 1 834 | ||||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 1 049 | −1,96 | 300 | 9,89 | ||||
| 2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 2 390 | −3,71 | 611 | −3,63 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 2 372 | −1,04 | 1 | |||||
| 2025-08-13 | 13F | Brown Advisory Inc | 179 698 | 52,96 | 51 368 | 71,11 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 43 | −67,42 | 12 | −63,64 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 6 801 | 0,76 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Connective Capital Management, LLC | 13 453 | 0,00 | 3 846 | 11,87 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 1 581 | −0,13 | 452 | 11,88 | ||||
| 2025-08-14 | 13F | Banco BTG Pactual S.A. | 1 000 | 286 | ||||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 1 939 | 3,75 | 558 | 16,98 | ||||
| 2025-07-18 | 13F | jvl associates llc | 6 750 | 0,00 | 1 930 | 11,89 | ||||
| 2025-07-21 | 13F | Corundum Group, Inc. | 29 050 | 1,25 | 8 304 | 13,27 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 324 | 20,45 | 93 | 35,29 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 44 176 | 10,39 | 12 628 | 23,50 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 2 978 | 0,00 | 851 | 11,97 | ||||
| 2025-07-16 | 13F | LS Investment Advisors, LLC | 2 475 | 0,00 | 708 | 11,87 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 89 397 | −3,32 | 25 555 | 8,15 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 5 | 0,00 | 1 | 0,00 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 2 620 | 8,22 | 749 | 21,20 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 1 310 | −19,29 | 374 | −9,66 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Peoples Bank/KS | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 2 260 | 577 | ||||||
| 2025-08-14 | 13F | Spears Abacus Advisors LLC | 1 023 | −8,90 | 292 | 2,10 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 89 | −75,07 | 25 | −72,53 | ||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 33 835 | 25,79 | 9 672 | 40,72 | ||||
| 2025-08-12 | 13F | Bank OZK | 970 | 0,00 | 277 | 12,15 | ||||
| 2025-07-18 | 13F | Pacific Point Advisors, LLC | 2 500 | 0,00 | 715 | 11,91 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 2 664 | 0,00 | 681 | −11,23 | ||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 5 112 | −6,60 | 1 461 | 4,51 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 4 000 | 1 143 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 510 | 432 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 2 710 | −43,73 | 1 | −100,00 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 9 540 | 1,21 | 2 727 | 13,25 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 3 328 | 0,00 | 951 | 11,88 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 36 | 0,00 | 10 | 0,00 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 22 629 | 6 469 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 212 | −16,54 | 61 | −6,25 | ||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio | 43 093 | −41,54 | 12 319 | −34,60 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 1 469 | −1,08 | 420 | 10,55 | ||||
| 2025-07-09 | 13F | Epiq Partners, Llc | 1 050 | −19,23 | 300 | −9,64 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 182 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Bridge City Capital, LLC | 754 | 216 | ||||||
| 2025-06-26 | NP | QUASX - AB Small Cap Growth Portfolio Class A | 106 639 | −9,38 | 27 038 | −22,62 | ||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 878 | 0,00 | 251 | 11,61 | ||||
| 2025-08-14 | 13F | Alaska Permanent Fund Corp | 0 | −100,00 | 0 | |||||
| 2025-06-26 | NP | TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A | 6 233 | 1 580 | ||||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 6 164 | −2,93 | 1 762 | 8,63 | ||||
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 5 540 | 8,25 | 1 602 | 19,21 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 19 342 | 21,63 | 5 529 | 36,06 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 2 608 | 0,08 | 746 | 12,03 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 2 015 | 0,00 | 587 | 14,01 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 8 073 | −27,87 | 2 308 | −19,34 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 7 295 | −0,10 | 2 085 | 11,80 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 6 813 | −4,42 | 1 948 | 6,92 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 703 | −23,00 | 203 | −9,01 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 1 522 | −2,87 | 435 | 8,75 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 49 970 | −2,43 | 14 284 | 9,15 | ||||
| 2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 2 257 | 0,00 | 645 | 11,98 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 8 | 2 | ||||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 1 358 | 3,90 | 388 | 16,52 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 10 886 | −15,71 | 3 112 | −5,73 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Echo45 Advisors LLC | 11 528 | 1,72 | 3 295 | 13,82 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 2 803 | −93,50 | 801 | −92,74 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 18 311 | 5 234 | ||||||
| 2025-05-05 | 13F | New England Capital Financial Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-13 | 13F | Ground Swell Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 880 | 0,00 | 252 | 12,05 | ||||
| 2025-07-25 | 13F | Dynamic Financial Group | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Holland Advisory Services, Inc. | 1 004 | 0,10 | 287 | 11,72 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 44 079 | 25,35 | 12 600 | 40,23 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Newton One Investments LLC | 2 485 | 0,12 | 710 | 11,99 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 784 | 0,00 | 224 | 12,00 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 1 658 | −0,78 | 474 | 11,03 | ||||
| 2025-04-17 | 13F | Qrg Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 1 020 | 0,00 | 261 | −11,26 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 41 | 0,00 | 12 | 10,00 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 1 038 | 297 | ||||||
| 2025-08-08 | 13F | Fiera Capital Corp | 3 099 | −96,84 | 886 | −96,47 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 4 298 | 19,03 | 1 229 | 33,19 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 512 122 | 3,55 | 146 395 | 15,84 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 540 | 0,00 | 154 | 12,41 | ||||
| 2025-05-27 | NP | Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 | 11 487 | 0,00 | 2 935 | −11,22 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 8 730 | −10,19 | 2 496 | 0,44 | ||||
| 2025-08-14 | 13F | Widmann Financial Services, Inc. | 8 534 | 6,46 | 2 439 | 19,09 | ||||
| 2025-07-31 | 13F | Shaker Investments Llc/oh | 743 | 212 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 433 867 | −3,52 | 124 025 | 7,94 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 8 022 | 18,67 | 2 293 | 32,77 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 1 205 | 0,00 | 344 | 12,05 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 1 949 | −15,92 | 557 | −5,91 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 876 | −4,26 | 250 | 7,30 | ||||
| 2025-07-23 | 13F | Sunbeam Capital Management, LLC | 1 743 | −3,86 | 498 | 7,56 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 1 032 | 0,00 | 295 | 12,17 | ||||
| 2025-05-09 | 13F | Comprehensive Financial Planning, Inc./PA | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 3 646 | −2,95 | 1 042 | 8,54 | ||||
| 2025-05-06 | 13F | One Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-07 | 13F | O'Connor Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 2 477 | 0,00 | 708 | 12,03 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 150 | 0,00 | 43 | 10,53 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 69 735 | −1,48 | 20 | 5,56 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 13 182 | 0,00 | 3 368 | −11,23 | ||||
| 2025-07-07 | 13F | Trust Co | 344 | 0,00 | 98 | 12,64 | ||||
| 2025-07-22 | 13F | Legacy Trust | 2 338 | −20,01 | 668 | −10,46 | ||||
| 2025-08-12 | 13F | Northstar Financial Companies, Inc. | 1 699 | 0,00 | 486 | 11,75 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 2 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 72 338 | 3,83 | 20 679 | 16,15 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Rothschild Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Fiduciary Wealth Partners, LLC | 1 003 | 100 200,00 | 287 | |||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 220 | 0,00 | 63 | 10,71 | ||||
| 2025-06-26 | NP | TSCGX - Thrivent Small Cap Growth Fund Class S | 8 846 | 2 243 | ||||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 1 592 | −7,60 | 455 | 3,41 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 6 493 | 8,49 | 1 856 | 21,39 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2 289 | 22,73 | 654 | 37,39 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 1 566 | 0,19 | 448 | 12,03 | ||||
| 2025-07-22 | 13F | JP Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | First United Bank Trust/ | 512 | −8,90 | 146 | 2,10 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 2 027 | −0,73 | 579 | 11,13 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 103 | 29 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 76 | 0,00 | 22 | 10,53 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 91 | −58,82 | 27 | −53,57 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 29 911 | −2,17 | 8 550 | 9,45 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 143 | 0,00 | 41 | 11,11 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 1 729 | −77,27 | 494 | −74,58 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 55 554 | −0,51 | 15 881 | 11,30 | ||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 1 464 | 418 | ||||||
| 2025-07-09 | 13F | Radnor Capital Management, LLC | 870 | 0,00 | 0 | |||||
| 2025-07-31 | 13F | Sequent Asset Management, LLC | 25 631 | 0,00 | 7 327 | 11,86 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 25 702 | 0,79 | 7 347 | 12,75 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 7 283 | −0,79 | 2 082 | 11,04 | ||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Davidson Trust Co | 3 312 | 7,01 | 947 | 19,75 | ||||
| 2025-05-01 | 13F | Park Square Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Prudential Financial Inc | 18 884 | −24,39 | 5 398 | −15,42 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 11 111 | −3,32 | 3 176 | 8,17 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 973 | 0,10 | 0 | |||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 1 128 | 17,87 | 323 | 31,97 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10 555 | −3,64 | 3 017 | 7,79 | ||||
| 2025-08-20 | NP | WBSNX - William Blair Small Cap Growth Fund Class N | 31 850 | −1,55 | 9 105 | 10,14 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 4 993 | 0,00 | 1 427 | 19,12 | ||||
| 2025-05-13 | 13F | Vestmark Advisory Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-08 | 13F | Lindenwold Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 16 165 | −4,09 | 4 621 | 7,29 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 5 191 | −1,87 | 1 484 | 9,77 | ||||
| 2025-05-02 | 13F | Easterly Investment Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 21 128 | 0,55 | 6 040 | 12,48 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 107 | 0,00 | 31 | 11,11 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 3 282 | −3,07 | 958 | 12,06 | ||||
| 2025-05-07 | 13F | Woodard & Co Asset Management Group Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 3 285 | −3,15 | 939 | 8,43 | ||||
| 2025-08-07 | 13F | Nwam Llc | 683 | −44,79 | 200 | −36,71 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 79 377 | −0,43 | 23 | 10,00 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 5 293 | −1,12 | 1 513 | 10,68 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 15 225 | 0,00 | 4 352 | 11,88 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 83 | −13,54 | 24 | −4,17 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 901 004 | 1,44 | 257 561 | 13,48 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 419 | 0,00 | 120 | 11,21 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 2 141 | −35,30 | 612 | −27,57 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 152 868 | −0,87 | 43 699 | 10,90 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 2 876 | 822 | ||||||
| 2025-08-28 | NP | POCAX - Aristotle Portfolio Optimization Moderate Fund Class A | 11 859 | −53,33 | 3 390 | −47,78 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 1 918 | 0,05 | 548 | 12,07 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 1 647 | −2,72 | 471 | 8,80 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 10 581 | 2,28 | 3 025 | 14,42 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 3 504 | 0,52 | 1 002 | 12,47 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 8 969 | −3,42 | 2 564 | 8,01 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 68 351 | −2,89 | 19 539 | 8,64 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 38 583 | 1,15 | 11 029 | 13,15 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 4 131 | 10,22 | 1 181 | 25,13 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 5 940 | 47,87 | 1 698 | 65,50 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3 915 | 6,68 | 1 | |||||
| 2025-04-14 | 13F | Midland Wealth Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 1 341 | 0,00 | 383 | 11,99 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 363 900 | 27 615,16 | 1 | −99,70 | ||||
| 2025-08-13 | 13F | Granite Investment Partners, LLC | 30 | 0,00 | 9 | 14,29 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 1 106 | −8,29 | 316 | 2,60 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 6 273 | 49,43 | 1 793 | 67,26 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 2 225 | −59,34 | 636 | −54,51 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 953 | 0,00 | 0 | |||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Embree Financial Group | 1 168 | 0,09 | 334 | 11,74 | ||||
| 2025-07-23 | 13F | WoodTrust Financial Corp | 90 725 | 0,33 | 26 | 8,70 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 986 | 0,10 | 282 | 11,95 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 9 339 | −0,39 | 2 670 | 11,44 | ||||
| 2025-08-14 | 13F | Betterment LLC | 3 777 | −3,08 | 1 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 112 309 | −1,57 | 28 698 | −12,62 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 1 225 | 8,89 | 350 | 21,95 | ||||
| 2025-08-14 | 13F | Fmr Llc | 544 931 | −21,12 | 155 774 | −11,75 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 8 378 | 69,29 | 2 395 | 89,40 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 8 | 0,00 | 2 | 0,00 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 2 575 | 0,00 | 736 | 12,02 | ||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 1 670 | −8,24 | 478 | 2,58 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 2 383 | −1,61 | 681 | 10,19 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4 564 | −61,86 | 1 305 | −57,34 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 2 400 | 118,18 | 686 | 144,13 | |||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 25 000 | 197,62 | 7 146 | 232,99 | |||
| 2025-05-09 | 13F | Westfield Capital Management Co Lp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 3 875 | 158,33 | 1 108 | 189,03 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 16 142 | 0,00 | 4 614 | 11,88 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 1 922 | 0,00 | 549 | 11,81 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 4 101 | −3,73 | 1 172 | 7,72 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 1 306 | −2,10 | 373 | 9,71 | ||||
| 2025-04-21 | 13F | GFS Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 13 114 | 5,96 | 3 827 | 21,03 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 1 152 | 0,00 | 329 | 11,90 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 3 257 | −74,10 | 945 | −70,62 | ||||
| 2025-08-12 | 13F | Rhumbline Advisers | 49 | −93,41 | 14 | −92,59 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 325 | 0,31 | 93 | 12,20 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 570 | 0,00 | 163 | 11,72 | ||||
| 2025-05-14 | 13F | Harbert Fund Advisors, Inc. | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 12 402 | 36,99 | 4 | 50,00 | ||||
| 2025-07-22 | 13F | Hillcrest Wealth Advisors - NY, LLC | 38 890 | −3,03 | 11 117 | 8,48 | ||||
| 2025-08-12 | 13F | Ci Investments Inc. | 2 665 | −4,00 | 1 | |||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 908 | −2,26 | 260 | 9,28 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 198 | 0,00 | 57 | 12,00 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 26 900 | −0,07 | 7 690 | 11,79 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 245 447 | −1,52 | 70 163 | 10,17 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 69 792 | −1,59 | 19 951 | 10,09 |
